Long-term investor

Evercore Wealth Management, LLC @evercorewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001482689).

Record

  • Tracked since 2025-06-30 (431 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.5% · 6 months +6.2% · 1 year +15.2% · all +15.2%
  • Max drawdown -5.0% · Sharpe 0.68 · win rate 34% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 6.1% · long · since 2025-06-30
  • AAPL · 6.0% · long · since 2025-06-30
  • MSFT · 4.1% · long · since 2025-06-30
  • 02079K107 · 4.1% · long · since 2025-06-30
  • AMZN · 3.8% · long · since 2025-06-30
  • GOOGL · 3.4% · long · since 2025-06-30
  • MS · 3.2% · long · since 2025-06-30
  • FIX · 3.2% · long · since 2025-06-30
  • MA · 2.8% · long · since 2025-06-30
  • WMB · 2.5% · long · since 2025-06-30
  • JPM · 2.4% · long · since 2025-06-30
  • AZO · 2.3% · long · since 2025-06-30

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